Savant Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Sell |
83,196
-295
| -0.4% | -$27.1K | 0.05% | 216 |
|
|
2025
Q1 | $7.1M | Sell |
83,491
-1,142
| -1% | -$97.2K | 0.05% | 219 |
|
|
2024
Q4 | $7.48M | Sell |
84,633
-2,606
| -3% | -$230K | 0.06% | 182 |
|
|
2024
Q3 | $7.69M | Buy |
87,239
+8,825
| +11% | +$778K | 0.06% | 168 |
|
|
2024
Q2 | $6.36M | Sell |
78,414
-4,688
| -6% | -$380K | 0.06% | 178 |
|
|
2024
Q1 | $6.99M | Buy |
83,102
+361
| +0.4% | +$30.4K | 0.08% | 155 |
|
|
2023
Q4 | $6.43M | Sell |
82,741
-24,878
| -23% | -$1.93M | 0.08% | 159 |
|
|
2023
Q3 | $7.45M | Sell |
107,619
-887
| -0.8% | -$61.4K | 0.11% | 134 |
|
|
2023
Q2 | $7.92M | Buy |
108,506
+94,202
| +659% | +$6.88M | 0.12% | 124 |
|
|
2023
Q1 | $1M | Sell |
14,304
-4,104
| -22% | -$287K | 0.02% | 324 |
|
|
2022
Q4 | $1.23M | Buy |
18,408
+7,148
| +63% | +$478K | 0.03% | 227 |
|
|
2022
Q3 | $700K | Buy |
11,260
+113
| +1% | +$7.03K | 0.02% | 291 |
|
|
2022
Q2 | $721K | Buy |
11,147
+1,090
| +11% | +$70.5K | 0.02% | 286 |
|
|
2022
Q1 | $785K | Hold |
10,057
| – | – | 0.03% | 279 |
|
|
2021
Q4 | $835K | Sell |
10,057
-166
| -2% | -$13.8K | 0.03% | 267 |
|
|
2021
Q3 | $800K | Buy |
10,223
+1,792
| +21% | +$140K | 0.03% | 245 |
|
|
2021
Q2 | $668K | Sell |
8,431
-353
| -4% | -$28K | 0.03% | 262 |
|
|
2021
Q1 | $649K | Buy |
8,784
+4,099
| +87% | +$303K | 0.03% | 244 |
|
|
2020
Q4 | $321K | Buy |
+4,685
| New | +$321K | 0.02% | 341 |
|